Onboarding
Onboarding teams need a platform that addresses the time and complexity of the onboarding process
ProSyft unifies data from the CRM, KYC vendor and internal systems to accelerate the onboarding process
EVIE securely accesses the systems and documents you already use (customer files, policies, spreadsheets, third-party checks) and keeps provenance attached.
Generate consistent onboarding packs in Word, Excel, PDF, or PowerPoints, structured to your internal standards and ready for review.
EVIE extracts required fields, flags gaps, and cross-checks inconsistencies across documents and sources, so reviews focus on risk, not chasing information.
Run on-prem or hybrid with client-owned controls, approvals, and audit trails, your data stays inside your perimeter.
Reduce onboarding cycles from days to hours by eliminating rework and clarifying what's required.
Prevent missed fields, inconsistent files, and manual errors across onboarding packs.
Produce decision-ready evidence and audit trails for every request, review, and approval.
Handle higher onboarding volume and complexity without linear headcount growth.
Sovereign deployment inside your firewall, data residency and control remain with you.
Works with your current tools and workflows.
Let us show you how ProSyft Co-Analyst helps your team scale onboarding operations, whilst maintaining oversight with audit-ready evidence.